Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Estate tax portability: weighing the drawbacks
By Tom NawrockiThree years into the era of portability, many planners are recognizing potential drawbacks to this tactic.
March 02, 2015
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty DozenFrom lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam or perpetrate one.
February 26, 2015
The art of avoiding big tax bills on valuable artworksIssues surrounding property held in a private holding company have flared up in a lawsuit filed against the IRS.
February 26, 2015
The art of avoiding big tax bills on valuable artworksIssues surrounding property held in a private holding company have flared up in a lawsuit filed against the IRS.
February 25, 2015
Lessons from the Robin Williams' estate plan messEstate plans should be specific about who gets which items and should have professional witnesses to execute the plan.
February 25, 2015
Variable annuities and trusts: The basicsWhy you need to know about trusts and what it can mean to you and your clients.
February 25, 2015
Variable annuities and trusts: The basicsWhy you need to know about trusts and what it can mean to you and your clients.
February 23, 2015
Align your marketing perception with realityHow do we ensure that our value proposition is heard by others in the same way we see it?